Charitable remainder Trust

Charitable remainder Trust

Forum topic posted in Forum on 27 December 2013| comments
audience: | last updated: 27 December 2013
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CRAT provides for payment of 5 % of initial trust value to income beneficiaries in quarterly payments.  Also there is a provision for payment of medical expense of life beneficiary.   I think this provision could disqualify the CRAT   There is also a provision for reimbursement of overpayment.     Has anyone seen a ruling on this matter.   Thanks

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